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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
776	Hardman Johnston Global Advisors Stamford, Connecticut	$249M	-$1.38M	4	8.6%	Reduced
777	Capital International Los Angeles, California	$249M	-$13.5M	5	11.89%	Reduced
778	Maj Invest Holding A/S Copenhagen K, Denmark	$248M	+$28.8M	1	6.73%	Increased
779	Covea Finance Paris, France	$247M	-$12.1M	3	11.68%	Reduced
780	Howland Capital Management Boston, Massachusetts	$245M	-$1.35M	8	11.82%	Reduced
781	Kingsview Wealth Management Grants Pass, Oregon	$245M	+$8.26M	10	6.14%	Increased
782	Daymark Wealth Partners Cincinnati, Ohio	$245M	+$4.15M	10	13.17%	Increased
783	Empirical Finance Havertown, Pennsylvania	$243M	+$7.86M	9	14.94%	Increased
784	Boston Financial Management Boston, Massachusetts	$243M	-$2.77M	6	7.72%	Reduced
785	Baker Avenue Asset Management San Francisco, California	$243M	+$17.6M	10	9.51%	Increased
786	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$242M	-$119M	15	4.69%	Reduced
787	B. Riley Wealth Advisors Boca Raton, Florida	$242M	+$14.7M	16	6.55%	Increased
788	Alta Capital Management Salt Lake City, Utah	$242M	-$810K	4	14.9%	Reduced
789	LLL Lynrock Lake LP Rye Brook, New York	$241M	+$42.2M	2	12.9%	Increased
790	Park National Corp Newark, Ohio	$241M	-$1.67M	6	9.28%	Reduced
791	HRT Financial New York	$241M	-$173M	18	1.48%	Reduced
792	Parallel Advisors San Francisco, California	$240M	+$8.95M	31	6.5%	Increased
793	Osterweis Capital Management San Francisco, California	$240M	-$1.05M	6	14.08%	Reduced
794	Homestead Advisers Arlington, Virginia	$240M	-$27.9M	3	5.62%	Reduced
795	Corvex Management New York	$239M	+$41.9M	3	11.08%	Increased
796	Franklin Street Advisors Chapel Hill, North Carolina	$239M	+$3.86M	6	17.65%	Increased
797	Laird Norton Wetherby Wealth Management San Francisco, California	$239M	+$4.04M	17	11.37%	Increased
798	LMCG Investments Boston, Massachusetts	$238M	-$3.68M	7	13.99%	Reduced
799	Simplicity Wealth Summit, New Jersey	$238M	+$221M	16	5.66%	Increased
800	ZWJ Investment Counsel Atlanta, Georgia	$237M	-$15.2M	7	10.77%	Reduced